Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
2,909 clients
Average Client Portfolio
$157.3M average
Assets Under Management
$457.5B

Fee Structure

Minimum Investment:$25M
Financial Planning:Investment management only
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Location

Brielle, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is a co-owner of Naukabout Beer Company and the treasurer for Manasquan High School Boys Lacrosse, managing the budget and fundraising. He dedicates about 10-20% of his time to these activities, some of which occurs during trading hours.

Employment History
Current Registrations
Columbia Management Investment Distributors, INC.
May 2010 - Present · 15 yrs 9 mos
Columbia Management Investment Advisers, LLC
May 2010 - Present · 15 yrs 9 mos
Columbia Management Investment Distributors, INC.Broker
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
Columbia Management Advisors, LLC
June 2005 - May 2010 · 4 yrs 11 mos
Columbia Management Distributors, INC.Broker
July 1999 - May 2010 · 10 yrs 10 mos
Keyport Financial Services CORP.Broker
December 1998 - July 1999 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.